Import a CSV file

Use CSV import when you want to add or update many assets at once in the inventory.

Read Prepare your CSV file first if your file is not ready yet.

Open the import

You can start the import from:

1. an inventory, with Actions → Import a CSV file
2. Organization settings → Import a CSV file

Step 1. Upload the file

1. Drag the file into the drop zone or browse for it
2. Confirm the detected delimiter and encoding
3. Check the preview of the first lines

If the preview looks wrong, stop here and correct the delimiter or encoding.

Step 2. Choose the import key

The import key tells Boldo how to decide whether a row creates a new asset or updates an existing one.

Make sure your file contains a stable Name column, because the current import flow matches rows by name.

Step 3. Choose the asset type

Select the asset type that each row of the CSV represents.

Examples:

• one row = one Application
• one row = one Server
• one row = one Business Capability

tip

If the filename matches an asset type, Boldo can preselect it automatically.

Step 4. Map properties

Associate each CSV column with the right Boldo property.

Typical examples:

CSV column	Boldo property
Application Name	Name
Criticality	Criticality
Owner	Owner
Go Live Date	Go-live date

tip

If your CSV uses the expected property names as column headers, Boldo can prefill part of this mapping automatically.

Start with the properties that make the imported data useful first. You can leave lower-value fields for a later import if needed.

For some property types, extra configuration is needed.

Yes/no and list values

For yes/no fields (shown as Boolean in the interface), single-choice fields (shown as List), or multi-choice fields (shown as List multiple), map your CSV values to the values defined in your metamodel.

Example:

CSV value	Boldo value
Yes	true
No	false
Prod	Production

Multiple values in one cell

If one column contains several values in the same cell, define the right delimiter for that property.

Step 5. Map relationships

Use relation mapping when one column refers to another asset.

Examples:

CSV column	Meaning
Owner Team	the application is linked to a Team
Uses Database	the application uses one or more Databases

tip

If your CSV uses the expected relation names as column headers, Boldo can prefill part of this mapping automatically.

Use the relation labels defined in your metamodel as the source of truth.

Depending on the relation, Boldo can map both outgoing and ingoing directions.

If a referenced related asset does not exist yet, Boldo can create it during the import.

In that case, the created related asset may only have a name at first.

warning

For multiple relationships in one cell, use a comma as separator when the import expects comma-separated related values.

Run the import

1. Click Import
2. Wait for the progress bar
3. Review the confirmation dialog at the end

After the import

After a successful import:

1. open the target inventory
2. verify a small sample of imported rows
3. confirm key properties and relationships
4. save a useful view if you want to review the imported dataset later

This last step matters: importing is not finished when the progress bar ends. It is finished when the imported data is usable in the knowledge base.